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Schwab U S Large Cap Growth ETF shares owned by White Lighthouse Investment Management

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by White Lighthouse Investment Management from 13F filings

Historical chart of White Lighthouse Investment Management investment in Schwab U S Large Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by White Lighthouse Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by White Lighthouse Investment Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $327k 3.9k 82.96
2023-09-30 $388k 5.3k 72.72
2023-06-30 $413k 5.5k 74.95
2023-03-31 $361k 5.5k 65.17
2022-12-31 $285k 5.1k 55.56